Answers, without the wait.

LinkedIn Ads, Google Ads and Microsoft Ads for ad spend, and HubSpot or Salesforce for pipeline. Meta Ads is in review with Meta and will be available soon.

Sign in to each ad platform (LinkedIn Ads, Google Ads, Microsoft Ads) and your CRM (HubSpot or Salesforce) with an account that can see the ad accounts and data you want PipeHalo to read. PipeHalo asks only for read access.

Usually a few minutes after your accounts are connected. You can leave the page; the audit appears as soon as it's ready, and we email you a copy.

No. Ad accounts alone get you the Action Center, your audit and the Monday Brief. Connect HubSpot or Salesforce to add pipeline by channel.

Some platforms make connections expire; LinkedIn, for example, needs to be re-approved once a year. PipeHalo emails your admins 30, 7 and 1 days before a connection expires, and right away if one breaks, so your data keeps syncing.

Thirteen checks on every campaign, built on the best practices for each ad platform:

Pacing and budget: under-pacing, over-pacing, budget concentrated in one campaign. Creative: frequency fatigue, click-through rate dropping, creative due for a refresh. Costs: cost per click spiking, cost per thousand impressions spiking. Results: spend with no conversions, spend with no pipeline, low-quality leads. Tracking: conversion tracking may be broken, broken or missing UTMs.

Mark the flag done once you've made the change. PipeHalo keeps checking that campaign, and the actions log shows how the number moved after the fix.

Yes. Assign any flag to a teammate, set a reminder, or snooze it if it can wait. The Action Center shows what's assigned to you and what's done.

An email every Monday with the issues that have the most money at stake, how the month is pacing against plan, and last week's results by channel. With a CRM connected, it also shows the pipeline each channel sourced.

Reports leave out today until its results are complete, and platforms keep updating recent days for a while. If a total still looks off after a day, email us with the campaign and dates.

Each flag puts a specific amount at risk, worked out from your own numbers: for pacing, the gap between the month-end forecast and your plan; for a tired ad, the spend running on it while it underperforms. When several flags land on the same campaign, only the largest amount counts. Some flags, like broken UTMs, affect reporting rather than spend, so they have no dollar amount.

From the campaign tags (UTMs), campaigns and source fields in your CRM. You can see how each deal was credited on the Pipeline page, and an admin can fix any source values in Channel mapping.

Within 30 days of starting a monthly plan, an admin can click "Get my money back" in Plan and billing. One refund per company. For yearly plans, email [email protected].

$50 a month each for your first 5 extra seats, then $40 each after that. Admins add seats in Plan and billing.

In Plan and billing, where admins can also change plans, add seats and update the card.

No. PipeHalo only reads your ad accounts and CRM. It never creates, edits or pauses anything.

Not unless you let us. An admin can create a time-limited support code in Settings and send it to us when you'd like help with your campaigns or CRM data.

Disconnect any account in Connections, then follow the steps on our data deletion page. More in our privacy policy.